Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | BlackRock Low Duration Bond Portfolio | 41% | 0.35% | BlackRock Advisors, LLC |
| 2 | iShares Short Duration Bond Active ETF · NEAR diff. adviser | 37% | 0.25% | BlackRock Fund Advisors |
| 3 | AZL Enhanced Bond Index Fund diff. adviser | 13% | 0.65% | Allianz Investment Management LLC |
| 4 | LOW-DURATION BOND FUND · GLDYX, GLDZX diff. adviser | 13% | 0.38% | GuideStone Capital Management, LLC |
| 5 | SHORT-TERM INVESTMENT-GRADE PORTFOLIO diff. adviser | 11% | 0.14% | The Vanguard Group, Inc. |
| 6 | VANGUARD SHORT-TERM INVESTMENT-GRADE FUND · VFSTX, VFSUX, VFSIX cheaper diff. adviser | 11% | 0.07% | The Vanguard Group, Inc. |
| 7 | Nuveen Short Term Bond Index Fund · TNSHX, TPSHX, TRSHX, TESHX, TTBHX, TTBWX cheaper diff. adviser | 10% | 0.00% | Teachers Advisors, LLC |
| 8 | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND · VSCSX, VSTBX, VCSH cheaper diff. adviser | 10% | 0.03% | The Vanguard Group, Inc. |
| 9 | Schwab 1-5 Year Corporate Bond ETF · SCHJ cheaper diff. adviser | 10% | 0.03% | Charles Schwab Investment Management, Inc. |
| 10 | Six Circles Ultra Short Duration Fund · CUSDX diff. adviser | 9% | 0.20% | J.P. Morgan Private Investments Inc. |
| 11 | Dunham Dynamic Macro Fund · DAAVX, DCAVX, DNAVX diff. adviser | 8% | 1.50% | Dunham & Associates Investment Counsel, Inc. |
| 12 | WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund · SHAG diff. adviser | 8% | 0.12% | WisdomTree Asset Management, Inc. |
| 13 | BondBloxx BBB Rated 1-5 Year Corporate Bond ETF diff. adviser | 8% | 0.19% | BondBloxx Investment Management Corporation |
| 14 | iShares 0-5 Year Investment Grade Corporate Bond ETF · SLQD cheaper diff. adviser | 8% | 0.06% | BlackRock Fund Advisors |
| 15 | Short Duration Bond Fund · RFBSX, RSBCX, RSBTX, RSBYX, RDBRX, RSDTX diff. adviser | 8% | 0.44% | Russell Investment Management, LLC |
| 16 | iShares 1-5 Year Investment Grade Corporate Bond ETF · IGSB cheaper diff. adviser | 8% | 0.04% | BlackRock Fund Advisors |
| 17 | VANGUARD INSTITUTIONAL SHORT-TERM BOND FUND · VISTX cheaper diff. adviser | 8% | 0.02% | The Vanguard Group, Inc. |
| 18 | WisdomTree U.S. Short-Term Corporate Bond Fund · QSIG diff. adviser | 8% | 0.18% | WisdomTree Asset Management, Inc. |
| 19 | Fidelity Advisor Limited Term Bond Fund · FDIAX, FNBCX, FTBRX, EFIPX, FJRLX, FIKRX diff. adviser | 7% | 0.25% | Fidelity Management & Research Company LLC |
| 20 | BlackRock Managed Income Fund | 7% | 0.42% | BlackRock Advisors, LLC |
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